Windows - Move a Matter from One Client to Another

A Matter associated with a Client in Brief Accounting can be moved to another Client in Brief Accounting. Any entries associated with the matter will remain with that matter when moved.

If for Billing, the Client uses Client-based billing rates, the matter will take on the billing rates of the client it is moved to.

To move a matter from one client to another:

Select the Clients module icon > Matter tab:

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Enter the File number of the Matter to be moved and click OK:

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The Matter card is displayed showing the current client name:

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In the Client field, type the Client name (or partial client name) that the matter is to be moved to and click the tab keyboard key:

 

The new client name is populated. Click Accept.

On the Client card, the mater that has been moved is displayed along with any existing matters belonging to the client:

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Note: When entering the client name, if the client that the matter is to be moved to is not yet set up in Brief Accounting, a prompt to Create a New Client is displayed. Click OK to create a new client. The matter will be moved to the new client as entered.

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